Institutional Ownership Ishares S&P 500 Value ETF (IVE)
This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE). We have compiled data on the 1,532 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
400
shares
|
$77,504
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
399
shares
|
$77,310
0.04% of portfolio
|
Q1 2024
Added 60.24%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
381
shares
|
$73,822
0.01% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
379
shares
|
$73,435
0.0% of portfolio
|
Q1 2024
Reduced 36.2%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
377
shares
|
$73,047
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
376
shares
|
$72,853
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
375
shares
|
$72,660
0.02% of portfolio
|
Q4 2023
Reduced 80.26%
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
362
shares
|
$70,141
0.05% of portfolio
|
Q2 2024
Added 24.83%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
355
shares
|
$68,784
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
350
shares
|
$67,816
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
342
shares
|
$66,265
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
336
shares
|
$65,103
0.03% of portfolio
|
Q1 2023
Reduced 13.85%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
327
shares
|
$63,359
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
317
shares
|
$61,421
0.01% of portfolio
|
Q1 2023
Reduced 6.49%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
317
shares
|
$61,421
0.01% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
315
shares
|
$61,034
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
302
shares
|
$58,515
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
301
shares
|
$58,321
0.04% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
292
shares
|
$56,577
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
273
shares
|
$52,896
0.02% of portfolio
|
Q3 2024
Added 77.27%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
271
shares
|
$52,508
0.02% of portfolio
|
Q2 2022
Reduced 2.87%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
268
shares
|
$51,927
0.0% of portfolio
|
Q1 2024
Reduced 61.33%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
262
shares
|
$50,765
0.01% of portfolio
|
Q3 2021
Reduced 4.73%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
261
shares
|
$50,571
0.0% of portfolio
|
Q3 2024
Added 32511.88%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
259
shares
|
$50,183
0.03% of portfolio
|
Q1 2024
New holding
|